Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,741,734
+$581,585 QoQ
Shares Held
7,774
+18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,545
of 4,083 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $3,274,217 across 2 Home Improvement Retail names. HD ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,774 | $2,741,734 | |
| 2 | LOW |
Lowes Companies Inc
|
2,415 | $532,483 |
All Filings in HD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,741,734 | 7,774 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,160,149 | 6,568 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,249,037 | 6,536 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,860,236 | 7,059 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,477,753 | 6,758 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,387,682 | 6,515 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,951,173 | 5,016 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $2,067,735 | 5,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,733,936 | 5,037 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,904,574 | 4,965 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,858,547 | 5,363 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,972,952 | 9,839 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,860,994 | 9,210 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,694,740 | 9,131 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,851,268 | 9,027 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,430,479 | 8,808 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,505,456 | 9,135 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,754,733 | 9,203 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,773,685 | 9,093 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,946,461 | 8,976 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,383,982 | 4,340 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||